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State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
151
Advisory Services Network
Georgia
$1.04M +$908K +10,843 +759%
CFB
152
Cullen/Frost Bankers
Texas
$1.02M +$1M +12,000 New
LAM
153
Lewis Asset Management
California
$999K -$44.7K -534 -4%
MAMG
154
Milestone Asset Management Group
Connecticut
$978K +$77.6K +927 +9%
WA
155
Walsh & Associates
Florida
$963K +$952K +11,371 New
KF
156
Krilogy Financial
Missouri
$960K -$22.3K -266 -2%
OBWG
157
Onyx Bridge Wealth Group
New York
$959K -$231K -2,760 -20%
KFGK
158
Keystone Financial Group (Kentucky)
Kentucky
$954K -$6.11K -73 -0.6%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$949K +$938K +11,209 New
PWG
160
Portside Wealth Group
Utah
$936K +$103K +1,232 +13%
FA
161
Fiduciary Alliance
South Carolina
$921K +$419 +5 +0%
GRP
162
Global Retirement Partners
California
$905K +$502 +6 +0.1%
CFS
163
Commonwealth Financial Services
West Virginia
$903K
IWA
164
Invera Wealth Advisors
Oregon
$903K -$3.77K -45 -0.4%
WAM
165
Weinberger Asset Management
California
$902K -$7.87K -94 -0.9%
SG
166
Sharper & Granite
California
$855K +$31.8K +380 +4%
RWM
167
Rialto Wealth Management
New York
$839K -$2.26K -27 -0.3%
IA
168
IFG Advisory
Georgia
$834K -$63.5K -758 -7%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$826K -$14.1K -169 -2%
BCI
170
Brinker Capital Investments
Pennsylvania
$817K -$12.8K -153 -2%
TC
171
TAGStone Capital
North Carolina
$806K +$35.5K +424 +5%
BC
172
Burney Company
Virginia
$781K -$65.6K -783 -8%
SWM
173
Silverlake Wealth Management
Vermont
$778K +$196K +2,343 +34%
TYCC
174
Texas Yale Capital Corp
Florida
$770K
KAS
175
KPP Advisory Services
Kentucky
$770K +$62.2K +743 +9%